GABF vs VIG

AGABF

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.02%GABF · $202 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common11.3%GABF and VIG

GABF

VIG

Gabelli Financial Services Opportunities ETF · $50MVanguard Dividend Appreciation ETF · $109B

+21.6%3 years · per year$17,976 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

1.64%Expense ratio$164 · $4 on $10k · lower wins0.04%

2.02%12-mo yield$202 · $144 on $10k1.44%

−16.2%Worst dropSmaller wins−7.9%

17.6%VolatilityLower wins10.2%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGABF · VIG

3.6%JPM3.9%

4.4%V2.5%

4.9%MA2.0%

0.7%MS1.0%

Held in common11.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AGABF	Gabelli Financial Services Opportunities ETFRead Desk		1.64%	2.02%	+3.0%	−2.7%	−1.3%	+21.6%	new	−16.2%	$50M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AGABF	Gabelli Financial Services Opportunities ETFRead Desk		1.64%	2.02%	+3.0%	−2.7%	−1.3%	+21.6%	new	−16.2%	$50M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GABF vs VIG

GABF

Gabelli Financial Services Opportunities

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureGABFVIG

Fee1.64%0.04%

Cost on $10k a year$164$4

Yield2.02%1.44%

5 years, per year[…]+11.2%

3 years, per year+21.6%+20.6%

Worst drop · 1Y−16.2%−7.9%

Volatility · 1Y17.6%10.2%

3–2measures won
VIG first

11.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GABF, VIG

Today

11.3%most shared, GABF and VIG

GABFVIG

GABF—11.3%

VIG11.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

GABF$202 − $164 = $38

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee